Get Started
Facebook logo- that acts as a link to our facebook profile Youtube Logo - that links this webpage to our youtube account
Client Login

Blogs

Blog Categories
All Blogs
Insurance
Wellbeing
Tax
Investments
Personal Finance
Financial planning
Community
How Often Should I Check My Portfolio?
Investments
Investments
How Often Should I Check My Portfolio?
Your Mortgage Is Renewing. Is Your Financial Plan?
Financial planning
Financial planning
Your Mortgage Is Renewing. Is Your Financial Plan?
Will I Have Enough Money to Retire?
Financial planning
Financial planning
Will I Have Enough Money to Retire?
Beyond Stocks and Bonds: How Alternative Investments Can Strengthen a Portfolio
Investments
Investments
Beyond Stocks and Bonds: How Alternative Investments Can Strengthen a Portfolio
The Investment That Crushed It Last Year Could Be Destroying Your Portfolio Today
Investments
Investments
The Investment That Crushed It Last Year Could Be Destroying Your Portfolio Today
AI Bubble Warning, What you NEED to know!
Investments
Investments
AI Bubble Warning, What you NEED to know!
When a Loved One Passes: What Actually Happens to Their Money, Investments, and Estate?
Financial planning
Financial planning
When a Loved One Passes: What Actually Happens to Their Money, Investments, and Estate?
Understanding Your Net Worth Statement Beyond the Numbers
Financial planning
Financial planning
Understanding Your Net Worth Statement Beyond the Numbers
Why the Next Generation Views Retirement Differently
Financial planning
Financial planning
Why the Next Generation Views Retirement Differently
The Business Owner’s Tax Compass: Navigating the CRA Without Losing Your Mind
Financial planning
Financial planning
The Business Owner’s Tax Compass: Navigating the CRA Without Losing Your Mind
Beyond the Shoebox: Why "Setting the Table" is the Best Financial Move You Can Make in 2026
Financial planning
Financial planning
Beyond the Shoebox: Why "Setting the Table" is the Best Financial Move You Can Make in 2026
The "Holding Pattern" Portfolio: Investing When the World Feels Volatile
Investments
Investments
The "Holding Pattern" Portfolio: Investing When the World Feels Volatile
Term vs. Permanent Life Insurance: A Guide for Business Owners
Insurance
Insurance
Term vs. Permanent Life Insurance: A Guide for Business Owners
Overhead disability insurance – do I need it as a business owner?
Insurance
Insurance
Overhead disability insurance – do I need it as a business owner?
Permanent Insurance – The Most Misunderstood Tax Shelter
Insurance
Insurance
Permanent Insurance – The Most Misunderstood Tax Shelter
Disability Insurance for Physicians & Dentists
Insurance
Insurance
Disability Insurance for Physicians & Dentists
Whole Life Insurance - A Good Investment?
Insurance
Insurance
Whole Life Insurance - A Good Investment?
Creating Your Personal Mission Statement
Wellbeing
Wellbeing
Creating Your Personal Mission Statement
Financial Freedom: What It Means and How to Achieve It
Wellbeing
Wellbeing
Financial Freedom: What It Means and How to Achieve It
The Paradox of Wealth: Achieving Freedom Yet Feeling Bound
Wellbeing
Wellbeing
The Paradox of Wealth: Achieving Freedom Yet Feeling Bound
The difference between your reality and your expectations dictates your happiness
Wellbeing
Wellbeing
The difference between your reality and your expectations dictates your happiness
Financial Literacy: A Family Affair - Cultivating Fiscal Wisdom in Our Children
Wellbeing
Wellbeing
Financial Literacy: A Family Affair - Cultivating Fiscal Wisdom in Our Children
Mind Over Money: How Hacking Your Biases Transforms Your Investments
Wellbeing
Wellbeing
Mind Over Money: How Hacking Your Biases Transforms Your Investments
Unveiling the Hidden Benefits of Travel: A Path to Fulfillment, Healthy Aging, and Cognitive Well-being
Wellbeing
Wellbeing
Unveiling the Hidden Benefits of Travel: A Path to Fulfillment, Healthy Aging, and Cognitive Well-being
Financial stress, and strategies to reduce it
Wellbeing
Wellbeing
Financial stress, and strategies to reduce it
Where is your freedom today?
Wellbeing
Wellbeing
Where is your freedom today?
Tips for Setting and Achieving Your Financial goals going into the New Year
Wellbeing
Wellbeing
Tips for Setting and Achieving Your Financial goals going into the New Year
Playing Catch Up With Your New Year’s Resolutions? You’re not alone
Wellbeing
Wellbeing
Playing Catch Up With Your New Year’s Resolutions? You’re not alone
Don’t Measure Your Worth in Terms of Money
Wellbeing
Wellbeing
Don’t Measure Your Worth in Terms of Money
Stop Celebrating Tax Refunds: Why It's Not a Win for Canadians
Tax
Tax
Stop Celebrating Tax Refunds: Why It's Not a Win for Canadians
Navigating the 2023 Tax Season: Essential Tax Changes and How They Affect You
Tax
Tax
Navigating the 2023 Tax Season: Essential Tax Changes and How They Affect You
Shared Ownership Strategies A Tax Efficient Gift for Incorporated Businesses
Tax
Tax
Shared Ownership Strategies A Tax Efficient Gift for Incorporated Businesses
Will the new Alternative Minimum Tax Rules Apply to You?
Tax
Tax
Will the new Alternative Minimum Tax Rules Apply to You?
Canadian Withholding Tax & Retirement: What You Need to Know
Tax
Tax
Canadian Withholding Tax & Retirement: What You Need to Know
What you need to know: Canada’s Luxury Goods Tax
Tax
Tax
What you need to know: Canada’s Luxury Goods Tax
Strategies to stay ahead of your taxes this season
Tax
Tax
Strategies to stay ahead of your taxes this season
Tax Reduction Strategies:
Tax
Tax
Tax Reduction Strategies:
Are you ok with giving half of your corporation to CRA?
Tax
Tax
Are you ok with giving half of your corporation to CRA?
Incorporated Business Owner? Here’s How to Kill More Tax
Tax
Tax
Incorporated Business Owner? Here’s How to Kill More Tax
2019 Year End Tax Tips
Tax
Tax
2019 Year End Tax Tips
Lower Your Family's Tax Liability - The Time Is Right For Prescribed Rate Loans!
Tax
Tax
Lower Your Family's Tax Liability - The Time Is Right For Prescribed Rate Loans!
Canadian Bank Earnings 2026: Why BMO Leads on Value
Investments
Investments
Canadian Bank Earnings 2026: Why BMO Leads on Value
The Myth of the “Genius Market Predictor”
Investments
Investments
The Myth of the “Genius Market Predictor”
This Black Friday, Don’t Just Shop for Deals, Invest in Them
Investments
Investments
This Black Friday, Don’t Just Shop for Deals, Invest in Them
Are Target Date Funds the best option for you?
Investments
Investments
Are Target Date Funds the best option for you?
Private Equity's Illusion of Sophistication: Why Keeping It Simple Still Wins.
Investments
Investments
Private Equity's Illusion of Sophistication: Why Keeping It Simple Still Wins.
Not All Stocks Recover: The Cost of Waiting to Break Even
Investments
Investments
Not All Stocks Recover: The Cost of Waiting to Break Even
Why Alternatives Belong in Your Portfolio Asset Allocation
Investments
Investments
Why Alternatives Belong in Your Portfolio Asset Allocation
Is It Too Late to Get Into Bitcoin? A Realistic Take
Investments
Investments
Is It Too Late to Get Into Bitcoin? A Realistic Take
The “GIC Hangover”: What to Do When Your 5 % Returns Disappear
Investments
Investments
The “GIC Hangover”: What to Do When Your 5 % Returns Disappear
Unlocking the Power of the RDSP
Investments
Investments
Unlocking the Power of the RDSP
Investor Psychology: Changing Your Perspective
Investments
Investments
Investor Psychology: Changing Your Perspective
The Difference Between Risk and Volatility
Investments
Investments
The Difference Between Risk and Volatility
Dropping interest rates and what they mean for you…
Personal Finance
Personal Finance
Dropping interest rates and what they mean for you…
Should you have a classic car in your retirement portfolio?
Personal Finance
Personal Finance
Should you have a classic car in your retirement portfolio?
Navigating Market Volatility: 7 Strategic Tips for Staying Steady in Uncertain Times
Personal Finance
Personal Finance
Navigating Market Volatility: 7 Strategic Tips for Staying Steady in Uncertain Times
Financial Lessons from the 2024 Olympics: Achieving Gold in Your Finances
Personal Finance
Personal Finance
Financial Lessons from the 2024 Olympics: Achieving Gold in Your Finances
Capital Gains Inclusion Rate Changes Impacting Canadian Businesses & Professional Corporations
Personal Finance
Personal Finance
Capital Gains Inclusion Rate Changes Impacting Canadian Businesses & Professional Corporations
Tips to Maximize your Financial Potential, Amidst Your Busy Schedule.
Personal Finance
Personal Finance
Tips to Maximize your Financial Potential, Amidst Your Busy Schedule.
Is Money Real?
Personal Finance
Personal Finance
Is Money Real?
Invest in Your Child's Future: Why RESPs Matter This Back-to-School Season
Personal Finance
Personal Finance
Invest in Your Child's Future: Why RESPs Matter This Back-to-School Season
The New First Home Savings Account (FHSA)
Personal Finance
Personal Finance
The New First Home Savings Account (FHSA)
The Importance of Asset Location
Personal Finance
Personal Finance
The Importance of Asset Location
Navigating the Storm: How a Financial Advisor Can Be Your Lifeline
Personal Finance
Personal Finance
Navigating the Storm: How a Financial Advisor Can Be Your Lifeline
What happens to the economy when central banks decide to tighten credit?
Personal Finance
Personal Finance
What happens to the economy when central banks decide to tighten credit?
Your Mortgage Is Renewing. Is Your Financial Plan?
Financial planning
Financial planning
Your Mortgage Is Renewing. Is Your Financial Plan?
Will I Have Enough Money to Retire?
Financial planning
Financial planning
Will I Have Enough Money to Retire?
When a Loved One Passes: What Actually Happens to Their Money, Investments, and Estate?
Financial planning
Financial planning
When a Loved One Passes: What Actually Happens to Their Money, Investments, and Estate?
Understanding Your Net Worth Statement Beyond the Numbers
Financial planning
Financial planning
Understanding Your Net Worth Statement Beyond the Numbers
Why the Next Generation Views Retirement Differently
Financial planning
Financial planning
Why the Next Generation Views Retirement Differently
The Business Owner’s Tax Compass: Navigating the CRA Without Losing Your Mind
Financial planning
Financial planning
The Business Owner’s Tax Compass: Navigating the CRA Without Losing Your Mind
Beyond the Shoebox: Why "Setting the Table" is the Best Financial Move You Can Make in 2026
Financial planning
Financial planning
Beyond the Shoebox: Why "Setting the Table" is the Best Financial Move You Can Make in 2026
Helping Families Plan for Disabilities.
Financial planning
Financial planning
Helping Families Plan for Disabilities.
Why Stock Picking Is Harder Than It Looks: The Home Run Illusion
Financial planning
Financial planning
Why Stock Picking Is Harder Than It Looks: The Home Run Illusion
The hidden rule behind “tax-free” corporate dividends that might cost you
Financial planning
Financial planning
The hidden rule behind “tax-free” corporate dividends that might cost you
The Year in Review: Why Real Progress is Often Quiet
Financial planning
Financial planning
The Year in Review: Why Real Progress is Often Quiet
The Value of a Financial Planner in 2026 and How to Avoid Costly Mistakes
Financial planning
Financial planning
The Value of a Financial Planner in 2026 and How to Avoid Costly Mistakes
What the Upcoming Canadian Election Could Mean for Our Economy—and Our Future
Community
Community
What the Upcoming Canadian Election Could Mean for Our Economy—and Our Future
Post-Election Analysis: What a Trump Win and Republican-Controlled Government Mean for Canada, Investors, and Key Assets Like Crypto and Gold
Community
Community
Post-Election Analysis: What a Trump Win and Republican-Controlled Government Mean for Canada, Investors, and Key Assets Like Crypto and Gold
What the Manitoba Marathon taught me about Business, Family and Freedom
Community
Community
What the Manitoba Marathon taught me about Business, Family and Freedom
An Entrepreneurs approach to Philanthropy and Building our Community
Community
Community
An Entrepreneurs approach to Philanthropy and Building our Community
Why Climb a Mountain? Living Without Limits and Inspiring Freedom
Community
Community
Why Climb a Mountain? Living Without Limits and Inspiring Freedom
Reflections Four Years in
Community
Community
Reflections Four Years in
Why the Descent From Everest Is More Dangerous (and What It Teaches Retirees)
Community
Community
Why the Descent From Everest Is More Dangerous (and What It Teaches Retirees)
Can Canadian Businesses Lead the World?
Community
Community
Can Canadian Businesses Lead the World?
Endeavor Wealth Management Wins Emerging Firm of the Year Award
Community
Community
Endeavor Wealth Management Wins Emerging Firm of the Year Award
Covid-19: What Relief Programs are Available?
Community
Community
Covid-19: What Relief Programs are Available?
Perspective on Where We Are At
Community
Community
Perspective on Where We Are At
Will Covid-19 Lead to a Larger Wealth Gap?
Community
Community
Will Covid-19 Lead to a Larger Wealth Gap?
Blue X symbol

Client Login

Old Client Login
New Client Login